Brett Bartlow is a Series 66-licensed financial advisor with Equitable Advisors in Centerville, OH, where he has worked for 21 years. Prior to the rebranding to Equitable Advisors, he was with AXA Advisors, LLC for 15 years. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, charitable organizations, and institutional clients. The firm delivers services through a network of Investment Adviser Representatives using both proprietary and third-party advisory programs.

Ryan Harrison is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 credential and has worked both within Raymond James and at Harrison Wealth Management Group, Ltd. Outside of finance, he operated a lawn and landscape business for six years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm uses tailored, non-discretionary approaches supported by analytical and risk-profiling tools and offers specialized advisory programs such as SIMPLE IRA Employer Advisory services.

Michael Smith is a financial advisor with Morgan Stanley in Centerville, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Nathan Thorp is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at YMCA Camp Thunderbird. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Kyle Knepp is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked for Reliable Tax and Bookkeeping and was involved with the Washington-Centerville Public Library and the Boy Scouts of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Kevin Snell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is a minority shareholder in Sander Brewery. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Fellers is a financial advisor with Cambridge Investment Research Advisors and holds over 40 years of industry experience. His career includes roles at Cambridge Investment Research, Inc., INVEST Financial Corp., and Southeast Investments, N.C. Inc., as well as operating his own firm, Fellers Financial Concepts, since 1978. He serves as a board member for Kairos Prison Ministry, a religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, providing both discretionary and non-discretionary strategies across various platforms.

Ralph Gamberdella is a financial advisor with Primerica Advisors, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. His prior work includes roles at Summit Funding Inc., Wholesale Capital Corp., and Lighthouse Electrical, LLC. In addition to his advisory work, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

David Kay is a financial advisor at LPL Financial with 40 years of industry experience. He holds a Series 63 designation and has been with LPL since 2009. He also has a long-standing affiliation with Mutual Service Corporation beginning in 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive operational tools and a broad scope of financial activities.

Gary Scott is a financial advisor with LPL Financial, holding a Series 66 credential and 13 years of industry experience. His career includes prior roles at E*TRADE Securities, Woodbury Financial Services, and various other firms. He is also involved with Upstream Tax Partners as an associate focusing on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Todd Nuss is a financial advisor with Morgan Stanley in Beavercreek, Ohio, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Daniel Austria is a financial advisor at Ameriprise with 38 years of industry experience. He has been with Ameriprise and its predecessor entities since 1987 and holds a Series 63 designation. Outside of his advisory role, he is involved in managing several rental property businesses in the Beavercreek, Ohio area. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts within its advisory approach.

John Anderson is a financial advisor with Raymond James Financial in Dayton, OH, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Riegel Financial and Raymond James Financial Services, Inc. Since 1998, he has also been active as a freelance musician performing with regional orchestras and churches. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and scenario modeling to support client decision-making.

Heather Daum is a financial advisor with Edward Jones in Xenia, Ohio, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Kettering Health Network and spent 16 years at Premier Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Matt Hubbard is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with clients to understand their short and long-term financial goals and assists them in creating unique financial plans tailored to their personal concerns. Matt has accumulated extensive experience in the financial industry through various roles at Fidelity Investments. His career path includes positions as an Investment Consultant (2021-2022), Workplace Planning Associate (2020-2021), Retirement Solutions Representative (2014-2016), Investment Solutions Representative (2013-2014), and High Opportunity Full Trader (2012-2013). He leverages his years of industry experience and educational background, alongside his team, to support clients in their financial planning process.

Stephen Wray is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 21 years of industry experience. He worked at Edward Jones from 2005 to 2017 before joining Raymond James in 2017. Outside of advisory work, Wray serves on the boards of the Kiwanis charitable organization in Springboro, OH, and the YMCA in Coffman, OH. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public-finance advisory services uncommon among large institutional advisors.

Robert Ptacek Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and previously at SII Investments, Inc. from 2007 to 2018. Ptacek is also president of RPM Capital, a tax preparation and bookkeeping business. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Lee is a financial advisor with LPL Financial in Xenia, Ohio, holding a Series 66 designation and four years of industry experience. His career includes roles at Wright-Patt Credit Union and CUSO Financial Services, LP. He is also involved with WPCU Retirement Solutions, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Dennis Shaw is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and FIFTH THIRD SECURITIES, Inc. before joining his current firm. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Christopher House is a financial advisor with Raymond James Financial in Dayton, OH, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Raymond James since 2017 and previously spent six years at LPL Financial. In addition to his advisory role, he is involved with Harrison Wealth Management Group, Ltd., where he manages office staff and engages in sales of non-variable life insurance and fixed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports client implementation through various advisory programs, with specialized municipal and public finance capabilities.